CRA Charity Registration Number: 815802723RR0001
Marvin Schmidt is making the donation and NOT the client or anyone who referred a client. Marvin Schmidt is making the donation through the CIBC Miracle Day and the CIBC Children’s Foundation which in turn directs the donation to the Expand Hope Foundation which qualifies as a Canadian Qualified Program Relevant Charity as per CRA and the CIBC Children’s Foundation. Donations made are in respect of fees and commissions earned, other than insurance fees and commissions, in respect of new clients, during the first 18 months as a client of Marvin Schmidt and The Schmidt Investment Group. The client will be charged fees or commission rates within The Schmidt Investment Group’s standard range. Any materials that reference the Expand Hope Foundation arrangement must be reviewed by the Supervisor and resident Edmonton Branch Manager, Toby Dragland or his successor, to ensure that the above is set out clearly and that there are no conflicts of interest.